Our service model
OPAL FAMILY OFFICE
Personalized comprehensive holistic service
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Loyal service – We serve your family’s best interests with no conflicts involved and out of a clear understanding and knowledge of your needs and wishes.
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The family's gate keepers - We manage all negotiations of investments, credit rates and fees with banks and/or other third parties.
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Availability and service - We provide a readily available personal fast and professional service.
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Investment strategy - Accommodating the family’s needs and the right capital structure of its wealth. an investment strategy is planned and managed regularly. This includes an in depth and professional analysis of the investment portfolios, setting an investment policy, allocating assets, implementing changes and producing regular consolidated reports off all the family assets. In addition, regular meetings are held with the family. The objective of those meetings is to assess the changes in the family’s needs and wishes and to examine the recent investment performance.
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Alternative investments - Unique high level platform for hedge funds, Private Debt, Private Equity, Structures and Real Estate.
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Full pension advisory and planning - Using the leading pension advisors available, having no conflict of interests and full transparency.
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Taxation - Creating a trust - Consulting and accompanying the client in forming trusts and foundations, using the best known escrow institutions in Israel and abroad.
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Wills, Continuing Power Of Attorney and Prenuptial Agreements - Connecting and accompanying the family to lawyers who specialize in final testaments.
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The next generation - Preserving and planning the transfer of assets to the next generation
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Full pension advisory and planning – Taking advantage of a unique and unbiased platform, we have access to the leading pension advisors available.
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Creating a trust - Consulting and accompanying the client to the best known trust companies in Israel and abroad.
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Entrepreneurship - Advising and locating real investments and start up’s.